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ALTI

AlTi Global Inc

3.62

Jul 08 • 04:00PM ET -0.40 (-9.85%)

Financial Asset Management USA Small NASD

Peers: AB AMG BEN IVZ JHG TROW WT BAM BX KKR

| Held by: IWM VTI VXF IWN SCHA VTWO IWC IWO DFAS DFMC

Scroll to Statements

Index	RUT
Market Cap	548.10M
Enterprise Value	1.20B
Income	-128.43M
Sales	271.71M
Book/sh	2.43
Cash/sh	0.26
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	490
IPO	Apr 27, 2021

P/E	-
Forward P/E	8.22
PEG	-
P/S	2.02
P/B	1.49
P/C	13.80
P/FCF	-
EV/EBITDA	-
EV/Sales	4.42
Quick Ratio	1.06
Current Ratio	1.06
Debt/Eq	0.12
LT Debt/Eq	0.11
Option/Short	Yes / Yes

EPS (ttm)	-1.26
EPS next Y	0.44
EPS next Q	0.06
EPS this Y	122.76%
EPS next Y	57.14%
EPS next 5Y	-
EPS past 3/5Y	- -472.06%
Sales past 3/5Y	- -
EPS Y/Y TTM	17.71%
Sales Y/Y TTM	25.08%
EPS Q/Q	116.71%
Sales Q/Q	22.48%
Earnings	May 11 AMC
EPS/Sales Surpr.	-83.33% 14.58%

Insider Own	34.70%
Insider Trans	0.00%
Inst Own	36.34%
Inst Trans	-0.22%
ROA	-5.75%
ROE	-10.53%
ROIC	-12.77%
Gross Margin	-
Oper. Margin	-25.74%
Profit Margin	-47.27%
SMA20	10.89%
SMA50	7.16%
SMA200	-7.84%
Trades

Shs Outstand	109.80M
Shs Float	72.32M
Short Float	2.30%
Short Ratio	7.84
Short Interest	1.67M
52W High	5.45 -33.61%
52W Low	2.75 31.45%
Volatility	8.21% 7.74%
ATR (14)	0.26
RSI (14)	56.47
Beta	0.66
Rel Volume	3.21
Avg Volume	212.55K
Volume	681,726

Perf Week	0.14%
Perf Month	21.31%
Perf Quarter	-5.12%
Perf Half Y	-28.56%
Perf YTD	-22.09%
Perf Year	-11.18%
Perf 3Y	-53.59%
Perf 5Y	-62.58%
Perf 10Y	-
Recom	1.00
Target Price	9.00
Prev Close	4.01
Price	3.62
Change	-9.85%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-25-24	Upgrade	Raymond James	Mkt Perform → Strong Buy	$9
Jul-12-23	Downgrade	Raymond James	Strong Buy → Mkt Perform
May-02-23	Initiated	Raymond James	Strong Buy	$8

Jun-29-26 08:00AM	Family Offices Turning to "Purpose of Wealth" to Prepare the Next Generation, New AlTi Tiedemann Global and Campden Wealth Research Finds (Business Wire)
Jun-25-26 10:59AM	AlTi Global CFO Michael Harrington to Retire (Wealth Management)
08:00AM	AlTi Global Announces Chief Financial Officer Succession to Support Next Phase of Growth (Business Wire)
Jun-09-26 02:49PM	Why This Off-The-Radar Auto Parts Play Is Up 40% This Week (Investor's Business Daily)
May-15-26 07:51AM	AlTi Global to deploy Nevis AI platform across global adviser base (Private Banker International)
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May-14-26 08:00AM	AlTi Tiedemann Global Partners with Leading AI Wealth Platform Nevis to Empower its Global Advisor Network (Business Wire) +7.06%
May-11-26 04:01PM	AlTi Global, Inc. Reports First Quarter 2026 Financial Results (Business Wire) -7.75%
May-06-26 04:05PM	AlTi Global, Inc. to Announce First Quarter Financial Results (Business Wire)
Apr-01-26 08:30AM	AlTi Global, Inc. Q4 2025 Earnings Call Summary (Moby)
Mar-31-26 03:01PM	AlTi Global Inc (ALTI) Q4 2025 Earnings Call Highlights: Strong Revenue Growth Amid Strategic Shifts (GuruFocus.com)
09:24AM	AlTi Global CEO Michael Tiedemann Steps Down from $93B Wealth Manager (Wealth Management)
07:01AM	AlTi Global, Inc. Reports Fourth Quarter and Full Year 2025 Financial Results (Business Wire)
07:00AM	AlTi Global, Inc. Announces CEO Transition, Appoints Nancy Curtin as Interim Chief Executive Officer (Business Wire)
Mar-19-26 05:00PM	AlTi Global, Inc. to Announce Fourth Quarter and Full Year 2025 Financial Results (Business Wire) -7.92%
Feb-26-26 06:00PM	PRA Group (PRAA) Q4 Earnings and Revenues Beat Estimates (Zacks)
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Feb-05-26 08:32AM	Implied Volatility Surging for AlTi Global Stock Options (Zacks)
Jan-28-26 12:00PM	What Makes ALTI GLOBAL INC (ALTI) a New Buy Stock (Zacks)
Dec-09-25 07:00PM	Preliminary Indications of Interest Regarding a Potential Transaction (Business Wire) +10.73%
Nov-13-25 12:04AM	AlTi Global Inc (ALTI) Q3 2025 Earnings Call Highlights: Strong Revenue Growth Amidst Strategic ... (GuruFocus.com)
Nov-12-25 04:01PM	AlTi Global, Inc. Reports Third Quarter 2025 Financial Results (Business Wire)
Nov-10-25 04:25PM	AlTi Global Announces Postponement of Q3 2025 Earnings Conference Call (Business Wire) +5.04%
Nov-04-25 08:05AM	PJT Partners (PJT) Q3 Earnings and Revenues Surpass Estimates (Zacks)
Oct-27-25 04:25PM	AlTi Global, Inc. to Participate in Wolfe Wealth Symposium (Business Wire) +5.59%
Oct-13-25 04:15PM	AlTi Global, Inc. to Announce Third Quarter 2025 Financial Results (Business Wire)
Oct-06-25 12:17PM	Are Options Traders Betting on a Big Move in AlTi Global Stock? (Zacks)
Aug-26-25 09:00AM	Is the Options Market Predicting a Spike in AlTi Global Stock? (Zacks)
Aug-21-25 12:21AM	AlTi Global (ALTI) Announces Results for FQ2 2025 (Insider Monkey)
Aug-12-25 03:08AM	AlTi Global Inc (ALTI) Q2 2025 Earnings Call Highlights: Revenue Growth and Strategic ... (GuruFocus.com)
Aug-11-25 04:05PM	AlTi Global, Inc. Reports Second Quarter 2025 Financial Results (Business Wire)
Jul-14-25 04:15PM	AlTi Global, Inc. to Announce Second Quarter 2025 Financial Results (Business Wire)
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Jun-12-25 08:00AM	New Family Office Research Reveals that Cross-Border Wealth is on the Rise and Defining Purpose Unlocks Next Gen Engagement (Business Wire)
Jun-03-25 04:05PM	AlTi Global, Inc. to Participate in Morgan Stanley US Financials Conference (Business Wire)
May-27-25 06:26AM	New Strong Sell Stocks for May 27th (Zacks) +5.66%
May-13-25 06:28AM	New Strong Sell Stocks for May 13th (Zacks)
03:12AM	AlTi Global Inc (ALTI) Q1 2025 Earnings Call Highlights: Revenue Growth and Strategic ... (GuruFocus.com)
May-12-25 05:45PM	AlTi Global, Inc. (ALTI) Tops Q1 Earnings and Revenue Estimates (Zacks)
04:05PM	AlTi Global, Inc. Reports First Quarter 2025 Financial Results (Business Wire)
May-09-25 10:00AM	Canaan (CAN) May Report Negative Earnings: Know the Trend Ahead of Q1 Release (Zacks)
May-05-25 10:00AM	Analysts Estimate AlTi Global, Inc. (ALTI) to Report a Decline in Earnings: What to Look Out for (Zacks)
May-02-25 08:00AM	AlTi Tiedemann Global Closes Previously Announced Kontora Acquisition (Business Wire)
Apr-22-25 04:05PM	AlTi Global, Inc. to Announce First Quarter 2025 Financial Results (Business Wire)
Mar-17-25 06:30AM	Volatility reminds investors why they 'own high-quality assets' (Yahoo Finance Video) -5.26%
Mar-13-25 04:05PM	AlTi Global, Inc. Reports Preliminary Fourth Quarter 2024 Financial Results (Business Wire) -12.21%
Mar-06-25 04:00AM	AlTi Tiedemann Global Expands European Presence and enters Germany with Acquisition of Kontora (Business Wire)
Feb-27-25 07:00AM	New AlTi Tiedemann Global Index Reveals Stagnating Social Progress and Explores Private Capital Opportunities to Drive Recovery (Business Wire)
Feb-26-25 05:25PM	AlTi Tiedemann Global Announces CFO Transition (Business Wire)
Feb-19-25 08:00AM	AlTi Global, Inc. to Announce Fourth Quarter 2024 Financial Results (Business Wire)
Feb-05-25 04:05PM	AlTi Global, Inc. to Participate in Oppenheimer Emerging Growth Conference (Business Wire)
Jan-17-25 08:30AM	AlTi Global, Inc. to Participate in Upcoming UBS Financial Services Conference and BofA Securities US Financial Services Conference (Business Wire)
Nov-08-24 08:00AM	AlTi Global, Inc. Reports Third Quarter 2024 Financial Results (Business Wire)
Nov-04-24 03:00AM	Allianz X and AlTi Tiedemann Global forge unique joint venture to pioneer UHNW wealth access to private markets alongside Allianz's balance sheet investments powered by Allianz Global Investors (Business Wire)
Oct-31-24 04:05PM	AlTi Global, Inc. to Participate in Wolfe Wealth Symposium (Business Wire)
Oct-29-24 04:05PM	AlTi Global, Inc. to Participate in JMP Securities Financial Services Conference (Business Wire)
Oct-14-24 04:05PM	AlTi Global, Inc. to Announce Third Quarter 2024 Financial Results (Business Wire)
Oct-08-24 08:30AM	Alvarium Tiedemann Presents Global Impact Investment Strategy (TipRanks)
Aug-27-24 04:05PM	AlTi Global, Inc. to Participate in Barclays Global Financial Services Conference (Business Wire)
Aug-10-24 08:18AM	AlTi Global, Inc. (NASDAQ:ALTI) Q2 2024 Earnings Call Transcript (Insider Monkey)
Aug-09-24 08:00AM	AlTi Global, Inc. Reports Second Quarter 2024 Financial Results (Business Wire)
Jul-31-24 04:05PM	AlTi Tiedemann Global announces closing of previously announced strategic investment from Allianz X (Business Wire) -5.71%
Jul-15-24 08:30AM	AlTi Global, Inc. to Announce Second Quarter 2024 Financial Results (Business Wire)
Jul-01-24 04:05PM	AlTi Tiedemann Global Closes Previously Announced Envoi Acquisition (Business Wire) -5.57%
May-21-24 04:35PM	AlTi Global, Inc. to Participate in Morgan Stanley US Financials, Payments & CRE Conference (Business Wire) +8.16%
May-15-24 04:05PM	AlTi Tiedemann Global Closes Additional Investment by Constellation Wealth Capital (Business Wire) -5.33%
May-13-24 03:08AM	AlTi Global Inc (ALTI) Q1 2024 Earnings Call Transcript Highlights: Strategic Acquisitions and ... (GuruFocus.com)
May-11-24 10:28AM	AlTi Global, Inc. (NASDAQ:ALTI) Q1 2024 Earnings Call Transcript (Insider Monkey)
May-10-24 12:52PM	ALTI Stock Earnings: AlTi Global Beats EPS, Misses Revenue for Q1 2024 (InvestorPlace)
08:05AM	AlTi Global, Inc. Reports First Quarter 2024 Financial Results (Business Wire)
May-09-24 04:05PM	AlTi Tiedemann Global Extends US Footprint Through Acquisition of Midwest Family Office, Envoi (Business Wire)
Apr-30-24 04:30PM	AlTi Global, Inc. to Announce First Quarter 2024 Financial Results (Business Wire) -7.44%
Apr-14-24 11:37AM	Insiders are Amassing These 10 Stocks in April (Insider Monkey)
Apr-05-24 01:52AM	Director Mark Furlong Acquires 25,000 Shares of AlTi Global Inc (ALTI) (GuruFocus.com)
Apr-03-24 05:28PM	AlTi Tiedemann Global Closes Previously Announced East End Acquisition (Business Wire)
Apr-01-24 08:05AM	AlTi Tiedemann Global Announces Acquisition of East End Advisors Following Strategic Investment (Business Wire)
Mar-27-24 04:38PM	AlTi Tiedemann Global Closes Previously Announced Constellation Wealth Capital Investment (Business Wire) +6.59%
Mar-22-24 08:35AM	AlTi Tiedemann Global Announces Promotion of COO, Kevin Moran to President (Business Wire) -8.53%
Mar-18-24 09:09AM	AlTi Global, Inc. (NASDAQ:ALTI) Q4 2023 Earnings Call Transcript (Insider Monkey)
Mar-15-24 04:05PM	AlTi Global, Inc. Reports Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
Mar-05-24 04:05PM	AlTi Global, Inc. to Announce Fourth Quarter and Full Year 2023 Financial Results (Business Wire)
Feb-22-24 08:30AM	AlTi Tiedemann Global welcomes strategic investment of up to $450m from Allianz X and Constellation Wealth Capital (Business Wire) +21.13%
Feb-02-24 07:30AM	AlTi Global, Inc. to Participate in BofA Securities Financial Services Conference (Business Wire) -6.00%
Nov-14-23 04:05PM	AlTi Global, Inc. Reports Third Quarter 2023 Financial Results (Business Wire) +7.79% -7.69%
Nov-08-23 04:09PM	AlTi Global, Inc. to Participate in JMP Securities Financial Services Conference (Business Wire) -9.31%
Nov-02-23 04:05PM	AlTi Global, Inc. to Participate in Wolfe Research Wealth Symposium (Business Wire) +7.61%
Oct-23-23 04:05PM	AlTi Global, Inc. to Announce Third Quarter 2023 Financial Results (Business Wire)
Sep-18-23 08:30AM	AlTi Global Appoints Stephen D. Yarad as Chief Financial Officer (Business Wire) -10.47%
Aug-18-23 09:20AM	AlTi Global, Inc. to Participate in Barclays Global Financial Services Conference (Business Wire) -6.22%
Aug-15-23 04:05PM	AlTi Global, Inc. Reports Second Quarter 2023 Financial Results (Business Wire) -7.94%
Aug-08-23 04:05PM	AlTi Global, Inc. to Announce Second Quarter 2023 Financial Results (Business Wire)
Jul-12-23 09:51AM	DraftKings upgraded, Coinbase downgraded: Wall Street's top analyst calls (The Fly) -9.25%
Jun-29-23 04:05PM	AlTi Announces Board Appointment (Business Wire) -5.57%
Jun-07-23 04:15PM	AlTi Global, Inc. Announces Completion of Exchange Offer and Consent Solicitation and Notice of Exercise Right to Mandatorily Exchange Remaining Outstanding Warrants (Business Wire)
Jun-05-23 08:00AM	AlTi Global, Inc. Announces Expiration and Results of Exchange Offer and Consent Solicitation Relating to Its Warrants (Business Wire) -7.73%
Jun-01-23 04:52PM	AlTi Global Announces CFO Transition (Business Wire) +28.48%
May-22-23 04:05PM	AlTi Global, Inc. Reports First Quarter 2023 Financial Results (Business Wire) +5.44% -12.10%
May-12-23 04:35PM	AlTi Global, Inc. to Announce First Quarter 2023 Financial Results (Business Wire) +27.96% -13.72%
May-05-23 09:19AM	AlTi Global, Inc. Announces Commencement of Exchange Offer and Consent Solicitation Relating to Warrants (Business Wire) -18.01%
Apr-20-23 06:49AM	Insiders are the top stockholders in Alvarium Tiedemann Holdings, Inc. (NASDAQ:ALTI), and the recent 26% drop might have disappointed them (Simply Wall St.)
Jan-30-23 04:05PM	Alvarium Tiedemann to Participate in BofA Financial Services Conference (Business Wire) -13.65%

AlTi Global, Inc. is a financial services company, which engages in the provision of investment, advisory, and administrative services. The company was founded on December 18, 2020 and is headquartered in New York, NY.

President & COOMr. Kevin Patirck Moran

Chief LegalMs. Colleen Ann Graham

Global Chief Investment OfficerMs. Nancy Curtin

Chief Financial OfficerMr. Michael William Harrington

Deputy CFO & Chief Accounting OfficerMr. Patrick Keenan

Insider Trading	Relationship	Date	Transaction	#Shares	#Shares Total	SEC Form 4
Connell Brooke	Pres, US Wealth Mgmt	Feb 15 '26	Option Exercise	70,035	286,424	Feb 18 09:09 PM
Graham Colleen A	Chief Legal, Compl & Risk Ofcr	Feb 15 '26	Option Exercise	82,199	147,093	Feb 18 09:09 PM
Harrington Michael W	Chief Financial Officer	Feb 15 '26	Option Exercise	27,089	27,089	Feb 18 09:08 PM
Keenan Patrick T.	Principal Accounting Officer	Feb 15 '26	Option Exercise	9,375	15,988	Feb 18 09:06 PM
Moran Kevin P.	President and COO	Feb 15 '26	Option Exercise	96,671	156,982	Feb 18 09:06 PM
Weeber Robert	Pres, Intl. Wealth Mmgt	Feb 15 '26	Option Exercise	67,772	1,195,215	Feb 18 09:05 PM
Tiedemann Michael	Chief Executive Officer	Feb 15 '26	Option Exercise	169,208	710,351	Feb 18 09:05 PM

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ALTI

AlTi Global Inc

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